Case Manager in Training

Morgan & Morgan, P.A.•Richmond, VA

4d•Onsite

About The Position

Morgan & Morgan is seeking a Case Manager in Training to work as a floater in the office, training and supporting several attorneys and case staff on rotation. The role is intended to prepare the successful candidate for an eventual move into a Case Manager position. The position is on-site and offers direct experience working alongside the team.

Requirements

High school diploma or GED.
Ability to communicate effectively with clients.
Ability to adapt in an ever-changing environment and handle multiple priorities.
Excellent oral communication skills and an outgoing personality.
Ability to multitask and learn quickly.
Ability to thrive in a team environment.
Reliable and dependable.
Excellent comprehension and critical-thinking skills.
Ability to type at least 35 WPM with excellent writing skills while navigating multiple software applications.

Nice To Haves

College education is preferred.

Responsibilities

Make an initial call to clients after signing to obtain information needed to open their files.
Accept inbound calls and place outbound calls to clients as needed.
Request coverage follow-up from the coverage team.
Transfer cases to Case Managers after files are opened.
Create new files and enter pertinent information into case management software.
Enter new roles in the system.
Request police reports.
Mail HIPAA forms to clients.
Email welcome packets to clients or mail them if no email address is on file.
Document all activity in the system.
Add insurance information and police report numbers to files.
Request documents from clients needed for their files.
Upload necessary documents to client files.